---
title: ByAllAccounts Reviews
meta_title: 'ByAllAccounts Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how ByAllAccounts works for a business like yours.
aggregate_rating:
  rating_value: 3.5
  review_count: 4
  scale: '5'
date_modified: '2026-06-22'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# ByAllAccounts Reviews
**Vendor:** Morningstar  
**Category:** [Financial Research Software](https://www.g2.com/categories/financial-research)  
**Average Rating:** 3.5/5.0  
**Total Reviews:** 4
## About ByAllAccounts
Morningstar ByAllAccounts gathers, transforms, and delivers financial account data.




## ByAllAccounts Reviews
  ### 1. ByAllAccounts is average

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 27, 2018

**What do you like best about ByAllAccounts?**

ByAllAccounts is great for my small business in keeping track of simple transactions. 

**What do you dislike about ByAllAccounts?**

ByAllAccounts can be clunky to use sometimes, but the simple interface makes it worth it. 

**What problems is ByAllAccounts solving and how is that benefiting you?**

Keeping accounts more organized and making sure customers are paying on time. 


## ByAllAccounts Discussions
  - [What is ByAllAccounts used for?](https://www.g2.com/discussions/what-is-byallaccounts-used-for)

- [View ByAllAccounts pricing details and edition comparison](https://www.g2.com/products/byallaccounts/reviews?filters%5Bnps_score%5D%5B%5D=3&section=pricing&secure%5Bexpires_at%5D=2026-08-14+08%3A40%3A41+-0500&secure%5Bsession_id%5D=807dcacd-0056-4fd7-85fd-4bec0326ae32&secure%5Btoken%5D=f2c37f3b397a55d7803d659293218cedc7b88c2740213278937658f94fef9dcf&format=llm_user)

## ByAllAccounts Features
**Financial Information**
- Data Visualization
- Document Search

**Analysis**
- Financial Analysis
- Charting
- Risk Analysis
- Document Annotation
- Collaboration

**Market News**
- Alerts and Monitoring
- Market Information
- Market News

**Platform Basics**
- Mobility
- Interoperability

**Agentic AI - Financial Research**
- Multi-step Planning

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